Rocket

AJ, UK retail subscriber here. If we shouldn't mirror your portfolio weights (because we can't replicate the short side), what allocation framework should we target instead? Specifically max % per single name, max leverage without a short hedge, and recommended cash buffer % please. Thanks

i was in your situation for 2 years, and watched everything rip upwards while Tesla would drop 30% on me. It has a ridiculous 300 PE, and it's not because analysts don't know how to value it. With Spacex, you'll get a lot of retail selling Tesla to buy the IPO. I got out 2 weeks ago and following analysts who know this stuff far better than I do.

Tesla is 50% of my portfolio. I still believe in Elon. I still believe in robotaxis. I still believe in Optimus. But I can’t lie… It’s getting old watching a lot of tech stocks rip higher while Tesla goes nowhere. The hardest part? I don’t want to sell. But after waiting this long, it would absolutely kill me if I kept holding and everything else outperformed. It would also kill me if I sold and Tesla doubled. Anyone else stuck in this spot?

@alojohhardcore This stuff is getting scary...

This is such a bad idea everyone -- PLEASE DO NOT DO THIS! Also, I see no evidence of broker statements, all of this is just screenshots, which can be easily manipulated. Also, in time you'll learn that anyone who posts their net worth as $11 million (or any other number), and includes a photo of their "partner" in their photo to generate trust, AND links to website that doesn't work is not to be trusted.

I'm living proof of this. I turned $35k to $10m by going all in 1 stock at a time and I'm doing it again Already doubled it, at $73k Follow me @kevinxu to catch my trades live here on X

If you're 30+ with <$1M then listen up. The only way to make up for lost time is to start going all in. Index funds will not make up the gap. This is serious.

@alojohhardcore You moved the stock before I could buy it AJ!!! 🤣🤣

Hi @alojohhardcore I’ve been in this one since your call in Feb. From the research site, it looks like we’re getting close to the $250 target. The 90‑day corridor shows it as overbought, though the 12‑month range still has us around the median. I may have missed this in a recent video, so apologies if so, but is this typically the point where you’d look at taking partial profits (around 30%)? Just trying to understand which target I should be aiming for. Thanks.

@alojoh It may depend on risk/reward. A 30% increase on Tesla pumped by Elon can be followed by a fast 30% pullback (been there done that a few times). A 30% increase on a relatively cheaper stock like Micron (PE 9, PEG 0.29) may precede a much larger move.

Assuming you hold the same dollar amount, what is more valuable to you, a share price increase of 30% in

@gavinelli77 Thanks very much, I just signed up.

@rocketrader01 I remember it wasn't too hard, mostly "you understand how margin works if the market goes in the wrong direction, yes?" type questions. Margin rates is harder to answer as it differs depending on your circumstances, IBKR article for UK trading US stocks interactivebrokers.co.uk/en/trading/mar…

@gavinelli77 @alojohhardcore Thanks Gavin, useful to hear from someone running it. Two quick ones if you don't mind: was the IBKR appropriateness test straightforward, and what margin rate are you actually seeing on your account? Trying to calibrate before I open mine.

@rocketrader01 @alojohhardcore I am in the UK and have almost all of my investments inside ISA wrappers for the obvious tax benefits, but I do have a small amount (5-10%) in an IBKR trading account so I can take advantage of margin. Seems to be working for me

@robertpuklin @alojoh @stekkerauto Yeah me too, I got out of that scam this week after 2 years of uber-bulls pumping the stock only for it to then drop 30% on me.

Completed my exit from TSLA today. It all started with an optimistic vision of the future. EVs and green energy is a wonderful ideal. Some 20 years ago I cried after watching "Who killed the electric car". My rational mind got clouded by the Tesla influencers. Confirmation bias at the finest. Swallowed every vague promise, bought every dip. Started following your account some 2 years ago. Went down the rabbit hole. Re-assessed my believes about Tesla and Elon. The unethical dealings of the Space X IPO and inter-company dealings (2B from T to xAI after the former got inflated in valuation) was the final straw. Thank you for enlightening me @alojoh !

600+ investors are now paying $500/month for our research. We launched on March 16. On May 13, we crossed 500. Today, less than three weeks later, we crossed 600. No marketing budget. No paid promotion. No growth hacks. Nothing. This has grown entirely organically, mostly by word of mouth and investors sharing the work with other serious investors. Appreciate everyone who saw the vision early and everyone who joined since. The goal was never to build another noisy stock account. The goal was to build a serious research operation for investors who value depth, independent thinking, accurate forecasts, and the willingness to change our mind when the facts change. No victory lap. Just grateful. Back to work.

@alojohhardcore FINALLY!!!!! 🚀🚀🚀

AJ, quick MU question: I have a position but it’s not major. Given the upside + the deep‑dive valuation case, how would you think about scaling in ahead of earnings? Since there’s no corridor for MU, would you lean toward DCA or wait for specific levels? Any guidance on how you define a “dip” for this one? tks

AJ, quick allocation question: Meta is 30% while MSFT/NVDA are 10% and PLTR 15%. Dashboard shows Meta ~40% 1‑yr upside vs higher upside on others. I read the META deep dive: Amazon‑scenario, 30% rev growth, OCF scaling ($50B→$124B TTM), global R&D lead, forward PE <15, and the view that the sell‑off is an opportunity. Is the heavier weight mainly valuation + the Amazon-scenario, or is there another key factor? Trying to understand the logic. tks

Quick question on leverage. For a name like META where you'd recommend using it, what's your default: leveraged ETPs (such as the 2x or 3x META products on Trading 212), or traditional CFD margin with posted collateral? I'm asking because the mechanics differ quite a bit, volatility decay on the ETPs versus overnight financing on CFDs, plus the wrapper question (the ETPs sit in an ISA, CFDs do not). Curious which way you'd lean - and would this be a for a 12 to 24 month hold? tks

@JimSTruthBTold @blockchainchick $6bn in starlink sales vs $1.5tn valuation????

@blockchainchick Or, it’s a valuable company that’s highly likely to dominate orbital data centers and satellite internet services.

The SpaceX IPO is the most brazen retail fleecing in modern market history. NASDAQ has REWRITTEN the index rules specifically for this listing. The 10% minimum free float requirement: gone. The 3 to 12 month seasoning period before index inclusion: cut to 15 trading days. Companies with small floats can now be weighted at 3x their actual float. Translation: every passive index fund, every 401k, every pension is about to be force-fed SPCX whether they want it or not. And what exactly are they buying? Class A shares carrying ONE vote each, while Musk holds 93.6% of the Class B super voting shares at TEN votes each. That gives him 85.1% of voting power on a 42% economic interest. He cannot be outvoted. He cannot be removed. CEO, CTO and board chairman simultaneously. For reference: Zuckerberg controls 61% of Meta. Buffett 35% of Berkshire. Musk: 85.1%. SpaceX is also claiming "controlled company" status, exempting it from needing a majority of independent directors. Shareholders waive the right to a jury trial. They waive the right to class actions. Mandatory arbitration only, courtesy of an SEC rule change pushed through on a party line vote last September. $1.75 trillion valuation. $80 billion raise. Largest IPO in history. The rules of the game were quietly rewritten so one man could extract maximum capital from retail while answering to no one.

Just a follow on question: if we can’t afford the hardcore channel yet, would you say that looking at the 90 day channel would be a good way to determine whether to trump a position? i.e. if overbought on the 90 day, trim position (say 20%), if overbought on the 1 year channel, then take larger profits say 50%)? Would that be a sensible approach in your opinion?

Rinse and repeat

@alojoh Hey AJ, so to confirm we would only get these “trim” suggestions if we are part of the hardcore channel?

Which we bought at $169 a couple weeks prior should add.

@alojoh In your potential future $100 a month group, would we get access to this research?

This note is part of our HC channel.

This is a deep dive into Lumentum (ticker: LITE). This stock is up 1,100% in the last 12 months. In this research note we discuss whether this stock is a buy/sell. aj-investment-research.ghost.io/lumentum-lite-…